+82.2%
IVV vs AXTI
+624.6%
-542.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +12.8% | -13.5% | -1.3% |
| 7D | +0.5% | +24.0% | -23.5% | -0.7% |
| 30D | -1.0% | -21.5% | +20.5% | -0.1% |
| 3M | +3.9% | -23.4% | +27.2% | +3.5% |
| 6M | +14.5% | +114.9% | -100.4% | +4.6% |
| YTD | +12.9% | +325.4% | -312.5% | -3.2% |
| 1Y | +19.4% | +2,136.7% | -2,117.3% | -10.7% |
| 3Y | +78.8% | +2,835.0% | -2,756.2% | +20.3% |
| 5Y | +82.2% | +652.8% | -570.6% | +42.1% |
| All | +82.2% | +624.6% | -542.4% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AXTI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling